If you have after-tax investments, you might have recently been given a tax planning opportunity. New long-term tax rates on gains are ZERO for married couples filing jointly up to $77,400, and $38,700 for singles.
So, if your income fits and your CPA approves, working with us to systematically take some gains at zero percent Federal tax might help you keep more of your hard-earned money.
Thanks for taking a look!
Tom Gartner, MSAPM, CFP®
This article represents opinions of the authors and not those of their firm and are subject to change from time to time, and do not constitute a recommendation to purchase and sale any security nor to engage in any particular investment or legal strategy. The information contained here has been obtained from sources believed to be reliable but cannot be guaranteed for accuracy.